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Roles

Settings Roles configures what each role can do. The table lists every role with its key, a System badge for platform-managed roles, a description, and live user and team counts. Search, sort, and column controls plus advanced filters find roles fast; New role starts a custom one. Role assignment itself happens in /settings/people, not here.

The system rows visible are Owner (owner, top in-tenant role with org-wide scope), Standard (standard, default authenticated user role), Admin (admin, can manage Object Manager), Partner Admin (partner_admin, PRESHai partner role), Platform Ops (platform_ops, in-org operational support role), and Superadmin (superadmin, full tenant administration role).

  • Keys are the stable identifiers (for example platform_ops). Names display; keys join.
  • System badge means platform-managed. Custom roles you add do not carry it.
  • User and team counts show where each role is actually granted. A zero count means the role exists but nobody holds it right now.
  • Pair this surface with Roles and membership: that page is the granting model (smallest sufficient role, pairing before solo approvals, admin count), this page is the table it grants into.
Settings Roles table of system roles with keys, descriptions, and user counts
  • Person signed in at the correct tenant hostname first (grants land in this tenant)
  • Smallest sufficient role selected in People
  • Operator-level grants: paired on live approvals before solo approval rights
  • Change communicated: what they can now do, and where the relevant guide is
  • New holders spot-checked later: review first approvals, not just the grant
  • People: where members and their roles are managed.
  • Security: SSO, directory sync, and group to role mapping.
  • Roles and membership: the full granting and offboarding model.